BizGati Retail

User Manual
Index
System Configuration
1.
2.
3.
4.

Masters
Sales
Purchase
Expenses

5. Accounting
6.
7.
8.
9.

Stock
Reports
Utilities
Settings

System Configuration
Recommended:
RAM: 2 GB
Processor: Core2Duo / Dual Core / I3 or higher configuration
HDD: 2 GB

Masters
a) Items
i)

Create new item

Click on Master Tab.
Click on New
Enter all the details and save the item

ii) Update the item details

Double click on the item which you want to update
Update the details and save it.
OR
Double click on the item values you want to update

Click on Save all to save all the updated values

iii) Delete the item
Click on the icon image
Click on Yes button to delete the item
iv) Search the item
Enter the name of item in the name filter.

b) Services
i)

Create new Service

Click on Master Tab.
Click on Services
Click on New
Enter all the details and save

ii)

Update the item details

Double click on the Services which you want to update
Update the details and save it.
OR
Double click on the Service values you want to update
Click on Save all to save all the updated values

iii)

Delete the Services

Click on the icon image
Click on Yes button to delete the Service

iv)

Search the Service

Enter the name of service in the name filter .

c) Categories

i)

ii)

Create new Categories

Click on Master Tab.
Click on Categories
Click on New
Enter all the details and save the
Update the category details
Double click on the category which you want to update

Update the details and save it.

OR
Double click on the Category values you want to update
Click on Save all to save all the updated values
iii)

Delete the Category

Click on the icon image
Click on Yes button to delete the Service

iv)

Search the Category

Enter the name of Category in the name filter .

d) Units

i)

ii)

Create new Units

Click on Master Tab.
Click on Units
Click on New
Enter all the details and save the
Update the Unit details
Double click on the Unit which you want to update
Update the details and save it.
OR
Double click on the Unit values you want to update
Click on Save all to save all the updated values

iii)

Delete the Unit

Click on the icon image
Click on Yes button to delete the Service

iv)

Search the Unit

Enter the name of Unit in the name filter.

e) Customers

i) Create new Customers

Click on Master Tab.

Click on Customers
Click on New
Enter all the details and save the
ii)
Update the Customer details
Double click on the Customer which you want to update
Update the details and save it.
OR
Double click on the Customer values you want to update
Click on save all to save all the updated values
ii) Delete the Customer
Click on the icon image
Click on Yes button to delete the Service
iii) Search the Customer
Enter the name of Customer in the name filter.
iv) Send an Email
Click on send email IMAGE
Enter all the fields
Click on Send

f) Suppliers
i)

Create new Suppliers

Click on Master Tab.
Click on Suppliers
Click on New
Enter all the details and save the

ii) Update the Supplier details

Double click on the Supplier which you want to update
Update the details and save it.
OR
Double click on the Supplier values you want to update
Click on save all to save all the updated values
iii) Delete the Supplier

Click on the icon image

Click on Yes button to delete the Service
iv) Search the Supplier
Enter the name of Supplier in the name filter.
v) Send an Email
Click on send email IMAGE
Enter all the fields
Click on Send

g) Taxes

i)

Create new Taxes

Click on Master Tab.
Click on Taxes
Click on New
Enter all the details and save the

ii)

Update the Tax details

Double click on the Tax which you want to update
Update the details and save it.
OR
Double click on the Tax values you want to update
Click on Save all to save all the updated values

iii)

Delete the Tax

Click on the icon image
Click on Yes button to delete the Service

iv)

Search the Unit

Enter the name of Unit in the name filter.

h) Unit conversion

You can add unit conversions as per your need

For e.g.
1kg = 1000gms

i)

Salesman
i) Create new Users
Click on Master Tab.
Click on Users
Click on New
Enter all the details and save the
ii)Update the User details
Double click on the User which you want to update
Update the details and save it.
OR
Double click on the User values you want to update
Click on save all to save all the updated values
iii) Delete the User
Click on the icon image
Click on Yes button to delete the Service
iv) Search the User
Enter the name of User in the name filter.

j)

User
ii) Create new Users
Click on Master Tab.
Click on Users
Click on New
Enter all the details and save the
v)Update the User details
Double click on the User which you want to update
Update the details and save it.
OR
Double click on the User values you want to update
Click on save all to save all the updated values
vi) Delete the User
Click on the icon image
Click on Yes button to delete the Service
vii)Search the User
Enter the name of User in the name filter.

k) Company
Update the company details.

1. Sales
a) Invoices
i)

New Sales invoice

Click on Sales tab
Click on Invoices
Enter the details
Add the items to the list
Uncheck/check the Ask for Quantity checkbox
Uncheck/check the Print Preview checkbox
Save the invoice
Click Yes if you want to make payment. (if show payment asking dialog
setting is YES)
If you pressed yes then enter the details in Make payment form (if show
payment dialog setting is YES)
Press receive payment
Click on Yes if you want to print the current invoice (if show print asking
dialog setting is YES)
You can see the detailed view of invoice (if show detailed view setting is on)
ii)

Sales invoice list

If you click on Invoice (image) you will get all the sales invoices in a
list form
Here you can select and mark one or multiple invoices as Paid

iii)

Print item list

If you want the complete detailed list of items you will get it by
clicking on print item list.

b) Customer Payments
Here you will get the complete list of customer payments as per the filters
applied.
You can print it by click on IMAge
You can save the list in the pdf by click on Image

2. Purchase
a) Invoices
b) New Purchase invoice
Click on Purchase tab
Click on Invoices
Enter the details
Add the items to the list
Uncheck/check the Ask for Quantity checkbox
Uncheck/check the Print Preview checkbox
Save the invoice
Click Yes if you want to make payment. (if show payment asking dialog
setting is YES)
If you pressed yes then enter the details in Make payment form (if show
payment dialog setting is YES)
Press receive payment
Click on Yes if you want to print the current invoice (if show print asking
dialog setting is YES)
You can see the detailed view of invoice (if show detailed view setting is on)
c) Purchase invoice list
If you click on Invoice (image) you will get all the Purchase invoices
in a list form
Here you can select and mark one or multiple invoices as Paid
d) Print item list
If you want the complete detailed list of items you will get it by
clicking on print item list.
e) Supplier payments

Here you will get the complete list of supplier payments as per the filters
applied.
You can print it by click on IMAge
You can save the list in the pdf by click on Image

3. Expenses
a) Create new Expense
Click on Expenses tab.
Click on IMage to create a new expense
Enter all the details and save it.
b) Update Expense details
Double click o the expense to open it in update window.
Update the details and save it
OR
Select the expense and click on IMAGE to update it.
Update the details and save it
c) Delete expenses
Select the expense and click on IMAGE to delete it.
Click on YES to confirm deletion.
4. Accounting
a) General Ledger
i)

ii)

View Cash account ledger:

Click on Accounting tab
Click on General Ledger
Select the options
Click on show reports
Click image to print it
Or click on image to save it as pdf
View Bank account ledger:
Click on Accounting tab
Click on General Ledger
Select the options

Click on show reports

Click image to print it
Or click on image to save it as pdf

b) Customer Ledger
Click on Accounting Tab.
Click on Customer ledger.
Select the customer name and duration
Click image to print it
Or click on image to save it as pdf
c) Supplier Ledger
Click on Accounting Tab.
Click on Supplier ledger.
Select the supplier name and duration
Click image to print it
Or click on image to save it as pdf
d) Customer Cheques
i)
Clear the customer cheques
Click on Accounting Tab.
Click on Customer cheques.
Select the duration and you will see all the cheques information.
Select the cheques and click on Clear button to mark them as clear.

e) Supplier Cheques
i)
Clear the customer cheques
Click on Accounting Tab.
Click on Supplier cheques.
Select the duration and you will see all the cheques information.
Select the cheques and click on Clear button to mark them as clear.
f) Bank
i)

Add new bank details

Click on Accounting tab.
Select Bank.
Click on IMage to create a new bank details
Enter all the details and save it.

ii)

Update the existing bank details

Click on Accounting tab.

Select Bank.
Double click o the Bank details to open it in update window.
Update the details and save it
OR
Select the Bank details and click on IMAGE to update it.
Update the details and save it
iii)

Delete the bank details

Select the Bank details and click on IMAGE to delete it.
Click on YES to confirm deletion.

g) Bank Account
i)

ii)

iii)

Add new bank Account

Click on Accounting tab.
Select Bank Account.
Click on IMage to create a new bank Account
Enter all the details and save it.
Update the existing bank details
Click on Accounting tab.
Select Bank Account.
Double click o the Bank Account to open it in update window.
Update the details and save it
OR
Select the Bank Account and click on IMAGE to update it.
Update the details and save it
Delete the bank details
Select the Bank Account and click on IMAGE to delete it.
Click on YES to confirm deletion.

h) Contra Entry
i) Cash to bank
Select the Accounting Tab.
Click on Contra Entry.
Select the Cash in From.
Select Bank in To.
Enter all other details
Click on Transfer.
ii) Bank to Cash
Select the Accounting Tab.
Click on Contra Entry.

Select the Bank in From.

Select Cash in To.
Enter all other details
Click on Transfer.
iii) Bank to Bank
Select the Accounting Tab.
Click on Contra Entry.
Select the Bank in From.
Select Bank in To.
Enter all other details
Click on Transfer.

i)

Party Payments

i) Receive payment
Select the Accounting Tab.
Click on Party Payments
Enter all the details.
Click on Receive Payment.

ii) Make payment

Select the Accounting Tab.
Click on Party Payments
Enter all the details.
Click on Receive Payment.

5. Stock
a) Stock in Hand
Select the Stock Tab.
Click on Stock in Hand.
You can take print out by click on Image
b) Inwards
i) New Stock
Select the Stock Tab.
Click on Inwards.
Enter all the details and click on Save.
ii) Inward list
Select the Stock Tab.
Click on Inwards.

Click on Image
You can see all the lists.
iii) Update inward list
Select the Stock Tab.
Click on Inwards.
Click on Image
Double click on the list
Update the details and save it.

c) Delivery Challan
i)
New delivery challan
Select the Stock Tab.
Click on Delivery Challan.
Enter all the details and click on Save.

6.

ii)

Delivery challan list

Select the Stock Tab.
Click on Delivery Challan.
Click on Image
You can see all the lists.

iii)

Update delivery challan list

Select the Stock Tab.
Click on Delivery challan.
Click on Image
Double click on the list.
Update the details and save it.

Reports
a) Sales
i) Daily sales register
Click on Reports tab.
Click on daily sales register to view the report.
ii) Day end report
Click on Reports tab.
Click on day end report to view the report.
iii) Customer and item wise sales
Click on Reports tab.
Click on customer and item wise sales to view the report.

iv) Daily profit and loss

Click on Reports tab.
Click on daily profit and loss to view the report.
v) Monthly profit and loss
Click on Reports tab.
Click on monthly sales register to view the report.
vi) Expense
Click on Reports tab.
Click on Expenses to view the report.
vii) All salesman incentives
Click on Reports tab.
Click on all salesman incentives to view the report.
viii) Individual salesman incentives
Click on Reports tab.
Click on individual salesman incentives to view the report.

b) Tax
i)

VAT
Click on Reports tab.
Click on VAT to view the report.

c) Stock
i)

Item wise stock ledger

Click on Reports tab.
Click on Item wise stock ledger to view the report.

ii) Customer wise outward

Click on Reports tab.
Click on Customer wise outward to view the report.
iii) Supplier wise inward
Click on Reports tab.
Click on Supplier wise inward to view the report.
iv) Customer and item wise outward
Click on Reports tab.
Click on Customer and item wise outward to view the report.

v) Supplier and item wise inward

Click on Reports tab.
Click on Supplier and item wise inward to view the report.
vi) Godown wise stock reconciliation
Click on Reports tab.
Click on Godown wise stock reconciliation to view the report.

7. Utilities
a) Backup/Restore
i) Backup
Select utilities tab.
Click on click here to take system backup
ii) Restore
Select utilities tab.
Select the file.
Click on Restore.
iii) Import data

8. Settings
a) Preferences
i) Change the language
Select the Settings Tab.
Click on Preferences
Select the language and Click on Save
b) Sales
c)
d)
e)
f)

Purchase
Tax policies
Print
Item
g) Printer Configuration